MFA
VDE icon

McClarren Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

McClarren Financial Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Sell
3,115
-80
-3% -$13K 0.24% 53
2026
Q1 		$553K Buy
3,195
+2,067
+183% +$313K 0.33% 49
2025
Q4 		$212K Sell
1,128
-421
-27% -$52.9K 0.13% 74
2025
Q3 		$210K Buy
+1,549
New +$191K 0.13% 72
2025
Q2 		– Sell
-1,534
Closed -$213K – 288
2025
Q1 		$213K Sell
1,534
-102
-6% -$12.9K 0.14% 69
2024
Q4 		$198K Buy
1,636
+136
+9% +$17.3K 0.56% 32
2024
Q3 		$353K Buy
1,500
+480
+47% +$60K 0.04% 58
2024
Q2 		$204K Sell
1,020
-584
-36% -$76K 0.14% 70
2024
Q1 		$212K Buy
1,604
+11
+0.7% +$1.32K 0.15% 68
2023
Q4 		$187K Buy
1,593
+26
+2% +$3.12K 0.14% 71
2023
Q3 		$197K Buy
1,567
+13
+0.8% +$1.59K 0.17% 65
2023
Q2 		$175K Buy
1,554
+2
+0.1% +$225 0.14% 73
2023
Q1 		$173K Buy
1,552
+12
+0.8% +$1.42K 0.16% 73
2022
Q4 		$186K Buy
1,540
+442
+40% +$53.8K 0.18% 68
2022
Q3 		$111K Buy
+1,098
New +$117K 0.11% 87

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McClarren Financial Advisors's VDE Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 2.5% in Q2 2026, selling an estimated $13K and leaving 3,115 shares worth $468K. The position accounts for 0.24% of the portfolio, ranked #53.

McClarren Financial Advisors first reported a position in VDE in Q3 2022 and has held it in 15 quarters since. The position peaked at $553K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • McClarren Financial Advisors held 3,115 shares of Vanguard Energy ETF worth $468K as of Q2 2026.
  • McClarren Financial Advisors sold 80 Vanguard Energy ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Energy ETF made up 0.24% of McClarren Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 15 quarters since.
  • McClarren Financial Advisors's Vanguard Energy ETF position peaked at $553K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.